Investment Associate

HFI; City of Langley; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Investment Associate to join their team in Langley. This full-time, on-site role offers the opportunity to work closely with portfolio managers, assisting in various tasks such as processing account documents, scheduling client meetings, and maintaining client relationships. Ideal candidates will possess strong attention to detail, a passion for client service, and excellent communication skills. Join a dynamic environment where your contributions will directly impact client satisfaction and operational success in the finance sector.

Qualifications

• Strong attention to detail and excellent communication skills are essential.
• A passion for client service and the ability to work independently or in a team.

Responsibilities

• Assist portfolio managers by processing documents and scheduling client meetings.
• Maintain client relationships and provide operational support.

Skills

Attention to Detail

Client Service

Technology Proficiency

Communication Skills

Teamwork

Finance Knowledge

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Business

Job description

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Company Description

HFI is a registered investment fund manager, portfolio manager, and exempt market dealer based in Vancouver, Canada. Our platform supports private wealth advisors and investment counsels in building and expanding their practice. HFI also enables fund managers to create and distribute alternative funds or traditional equity funds to their clients, other advisors, family offices, and institutional investors.

Role Description

This is a full-time on-site role for an Investment Associate located in Langley, BC. The Investment Associate is a direct assistant to a team of portfolio managers. The responsibilities include:

1. Process account opening documents
2. Arrange client meetings and scheduling
3. Prepare documents in advance of meetings
4. Work with online systems to upload documents to custodians
5. Process trade sheets
6. Service client accounts, including email inquiries, changes in personal information, money movement requests, and maintaining client electronic files
7. Liaise with compliance and account services team members
8. Identify issues early and implement solutions
9. Maintain client relationships and understand client needs
10. Provide operational support, including ad hoc purchases and administrative tasks
11. Manage the office operations

Qualifications

• Great attention to detail
• Passion for client service with patience
• Comfortable with technology and software
• Enjoys helping others
• Interest in finance and investments
• Excellent written and verbal communication skills
• Ability to work independently and in a team
• Bachelor’s degree in Finance, Economics, Business, or related field is a plus but not required

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales